Amplius Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,275 shares of IWM stock, worth $542,178. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,275
Previous 2,075 9.64%
Holding current value
$542,178
Previous $415,000 18.07%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$174.82 - $215.79 $34,964 - $43,158
200 Added 9.64%
2,275 $490,000
Q4 2024

Jan 16, 2025
BUY
$216.13 - $242.4 $58,355 - $65,448
270 Added 14.96%
2,075 $458,000
Q3 2024

Oct 16, 2024
BUY
$200.87 - $224.6 $6,026 - $6,738
30 Added 1.69%
1,805 $398,000
Q4 2023

Jan 10, 2024
BUY
$162.21 - $204.82 $23,682 - $29,903
146 Added 8.96%
1,775 $356,000
Q2 2023

Jul 26, 2023
SELL
$170.4 - $187.93 $1,022 - $1,127
-6 Reduced 0.37%
1,629 $305,000
Q1 2023

Apr 25, 2023
BUY
$170.25 - $198.32 $35,071 - $40,853
206 Added 14.42%
1,635 $291,000
Q4 2022

Jan 19, 2023
SELL
$166.81 - $188.05 $11,676 - $13,163
-70 Reduced 4.67%
1,429 $0
Q3 2022

Nov 10, 2022
BUY
$164.17 - $201.07 $21,506 - $26,340
131 Added 9.58%
1,499 $247,000
Q2 2022

Jul 21, 2022
SELL
$163.9 - $207.91 $24,257 - $30,770
-148 Reduced 9.76%
1,368 $231,000
Q4 2021

Jan 28, 2022
BUY
$212.12 - $242.56 $321,573 - $367,720
1,516 New
1,516 $337,000

Others Institutions Holding IWM

# of Institutions
2,922
Shares Held
303M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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